Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$9.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,366
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$769M
3 +$537M
4
PLTR icon
Palantir
PLTR
+$441M
5
SSNC icon
SS&C Technologies
SSNC
+$427M

Top Sells

1 +$1.09B
2 +$954M
3 +$653M
4
GLD icon
SPDR Gold Trust
GLD
+$556M
5
RY icon
Royal Bank of Canada
RY
+$471M

Sector Composition

1 Financials 24.18%
2 Technology 19.8%
3 Communication Services 9.28%
4 Consumer Discretionary 6.86%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COPP icon
2476
Sprott Copper Miners ETF
COPP
$236M
$165K ﹤0.01%
4,728
+95
DGRS icon
2477
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$354M
$164K ﹤0.01%
3,300
SOUN icon
2478
SoundHound AI
SOUN
$2.89B
$164K ﹤0.01%
16,423
-1,126
TALO icon
2479
Talos Energy
TALO
$2.46B
$163K ﹤0.01%
14,828
+175
TFSL icon
2480
TFS Financial
TFSL
$3.73B
$163K ﹤0.01%
12,184
-622
RUM icon
2481
Rumble
RUM
$1.74B
$161K ﹤0.01%
+25,470
BGRN icon
2482
iShares USD Green Bond ETF
BGRN
$447M
$160K ﹤0.01%
3,332
SIZE icon
2483
iShares MSCI USA Size Factor ETF
SIZE
$373M
$160K ﹤0.01%
+1,065
IQDF icon
2484
FlexShares International Quality Dividend Index Fund
IQDF
$1.03B
$159K ﹤0.01%
5,229
DLN icon
2485
WisdomTree US LargeCap Dividend Fund
DLN
$5.61B
$159K ﹤0.01%
1,803
+1
EWU icon
2486
iShares MSCI United Kingdom ETF
EWU
$2.99B
$158K ﹤0.01%
3,600
DFTX
2487
Definium Therapeutics
DFTX
$1.83B
$158K ﹤0.01%
11,802
+405
DJIA icon
2488
Global X Dow 30 Covered Call ETF
DJIA
$161M
$157K ﹤0.01%
7,145
RILY icon
2489
BRC Group Holdings
RILY
$246M
$156K ﹤0.01%
33,502
+14,500
RXO icon
2490
RXO
RXO
$2.18B
$156K ﹤0.01%
12,332
+1,599
FPX icon
2491
First Trust US Equity Opportunities ETF
FPX
$1.19B
$155K ﹤0.01%
950
HDGE icon
2492
AdvisorShares Ranger Equity Bear ETF
HDGE
$90.7M
$155K ﹤0.01%
9,700
-6,200
SILJ icon
2493
Amplify Junior Silver Miners ETF
SILJ
$4.11B
$155K ﹤0.01%
5,601
-1,196
FIXD icon
2494
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.42B
$154K ﹤0.01%
+3,485
ARTY
2495
iShares Future AI & Tech ETF
ARTY
$2.26B
$153K ﹤0.01%
3,183
+314
BITO icon
2496
ProShares Bitcoin Strategy ETF
BITO
$1.79B
$153K ﹤0.01%
12,551
+10,960
VTEI icon
2497
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.29B
$151K ﹤0.01%
+1,500
WT icon
2498
WisdomTree
WT
$1.97B
$151K ﹤0.01%
12,407
-602
DENN
2499
DELISTED
Denny's
DENN
$150K ﹤0.01%
24,161
+12,337
HOPE icon
2500
Hope Bancorp
HOPE
$1.37B
$150K ﹤0.01%
13,690
-550